Manage User Data

User Profile Overview

Every user in IFS Cloud has a personal profile containing their personal information. Depending on your organization's policies, the system administrator might ask you to update your profile when you first log in. To update your details, follow the steps below.

Edit Information

Once you log into IFS Cloud Web:

Click the Common Navigator drop down menu to accessSystem Settings.
In the Settings window, you can view your personal information in “Personal Information” tab.
If you wish to modify your personal information click on More Personal Information button to access My Personal Information page.

My Personal Information

You can edit all your personal information using My Personal Information page.

Once you go to My Personal Information page:

Edit
		Click on the Edit button to access the edit mode of Personal Information section and Other Information section.

Cancel Edit
		If you wish to stop editing the information, click the Cancel Edit button. This will remove any new information you've added and take you out of the editing process.

Note:

The Personal Information section and Other Information Section may have different data fields based on your organization's specific requirements.

New Private Contact Information

Once you go to My Personal Information page, click on the My Private Contact Information title on the Record Selector Panel to access My Private Contact Information page.

A : New Address
		Click on New Address button in My Private Contact Information page to add a new address to your profile. Use the instructions provided on the IFS Cloud New Address Assistant page to add new address details.

B : New Contact Method
		Click the New Contact Method button in My Private Contact Information page to add a new contact method to your profile. When you're on the New Contact Method slide-out menu, complete the form to add a new work contact to your profile.

New Related Person / Emergency Contact

Once you go to My Personal Information page click on the My Related Persons title on the Record Selector Panel to access my My Related Persons page.

A : New Related Person
		Click the New Related Person button in My Related Persons page to add a new related persons contact to your profile. When you're on the New Related Person slide-out menu, complete the form to add a new related persons contact to your profile.

A : Emergency Contact Method
		If you wish to mark the Related Person as an emergency contact, enable the Emergency Contact slider in the Personal Contact Information section in New Related Person slide-out menu.

Editing Picture

Once you are in the My Personal Information page go to Picture section to edit your profile picture.

Delete a Picture
		Click the Delete button to delete your existing picture.

Browse for a Picture

Click on the Browse button to browse for a new picture from your local repository

Select a new picture from your local repository as shown in the diagram
Click Open button to add the picture to your IFS Cloud enviroment

Save a Picture
		Click the Save button to save your selected picture in IFS Cloud

Rotate a Picture
		If you wish to rotate your uploaded picture, use the rotate button located at the top right corner of the profile picture window

New Work Contact Information

Once you go to My Personal Information page click on the My Work Contact Information title on the Record Selector Panel.

New Work Contact Method
		Click the New Work Contact Method button in My Work Contact Information page to add a new work contact to your profile. Once you add a place holder for the document you will be able to see it among the list of other document place holders. In order to add a new document inside the place holder

Adding your Personal Documents

Once you go to My Personal Information page click on the My Documents title on the Record Selector Panel to access My Documents Page.

Uploading New Document
		Click the New button in My Documents page to add a placeholder for your new document upload Once you add a place holder for the document you will be able to see it among the list of other document place holders. In order to add a new document inside the place holder

Adding an Attachment
		Click the Attach button to access the attach options Upon clicking the Attachment button, you'll see all the available attachment options for the placeholder you created. Choose your desired option by clicking the button in the newly opened Documents tab. Follow the instructions in each slide-out menu that corresponds to the option you selected to attach your document, based on your desired category.

System Behaviour After the Successful Addition of an Attachment
		Once you successfully attach a document to the document placeholder, attachment icon will be changed into a numeric value to show the number of attachments under that place holder. You can access the documents tab to view your attachment by clicking this numeric icon.

Note:

If you're using the Card View format, switch to either the List or Table View format to be able to attach files. The Card View format doesn't allow file attachments.

Attachment